Corp. Trust Sales Support Associate
Corp. Trust Sales Support Associate
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$ 62310 - 119200
1 Vacancy
Job Description
Duties & Responsibilities
The Corporate Trust Sales Associate is an extension of the Corporate Trust National Sales officers whose primary goal is to onboard strengthen and retain key relationships in partnership with both the sales and relationship teams. This role provides sales support in a variety of ways- administrative functions customer service sales support and compliance oversight. They will also create an outstanding experience for their clients and the sales team they support by managing the workflow they are given with a strong attention to detail and proactive communication to maintain an exclusive delivery model. They may be called on to provide market supervision mentor peers and help train new associates to the team.
Duties may include:
Administration:
- Expense Reports & Calendar Management
- Maintain Reports/Tracking on behalf of Sales Team
- Assist Corporate Trust Sales with managing their book of business
- Assist with organizing of client events
- Keep Salesforce updated as appropriate
Client Experience:
- Establishes and maintains relationships with industry influencers and key strategic partners
- Problem Solving for complex clients
- Handle Client escalations
- Attends industry conferences
- Responsible for working with the IB Marketing Team to drive the creation and maintenance of all marketing collateral and reporting.
- Assist ARM and RMs with Account maintenance
Sales Associate:
- Strong Knowledge of all bank products and features
- Maintaining prospect pipeline through data entry and tracking
- Collecting documentation for KYC/CIP at the direction of the Sales Team
- Assist ARMs and RMs with new Account opening- and all activities associated with account opening as an extension of the Corporate Trust Sales Officers
Compliance:
- Comply with all bank policies and procedures
- Maintain high level of confidentiality with client information
Leadership
- Helps train/mentor new hires
- Pilots new systems/processes and provides feedback to management
- Provides input on policies and procedures
- Can handle more complex transactions from their markets
Perform other duties as assigned
Knowledge & Skills
MINIMUM:
- Excellent verbal and written communication skills
- Proficient in use of Microsoft Office and computer applications
- Address customer concerns and needs and handle complex customer escalations
- Ability to work with sophisticated clients law firms and investment advisors of varied backgrounds & experiences
- General understanding of public finance and M&A transactions
- Must be highly motivated and able to determine priorities plan organize and follow through on assignments with minimal supervision and/or instruction
- Proven Organizational and time management skills
- Experience with Financial Services such as Corporate Trust & Investment management
- Proven market leadership
Requirements
MINIMUM:
- High School Education or equivalent
- 5 years of corporate trust experience
PREFERRED:
- College Degree
Work Environment
Normal office environment; minimal travel may be required
Supervision/Management: No direct management responsibilities
Compensation Range:
$62310.00 - $119200.00The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related factors. In addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical dental vision and other insurance coverage; health savings flexible spending and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race color religion sex (including gender pregnancy sexual orientation and gender identity) national origin age disability military service veteran status genetic information or any other status protected by applicable federal state or local law. If you need accommodation for any part of the employment process because of a disability please send an e-mail to to let us know the nature of your request.
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Required Experience:
IC
Employment Type
Full-Time
